See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,994 | $129,942-84.6% | $104,294-80.8% | $134,475-85.1% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | -19.08% | 42.03%-61.1pp | 24.61%-43.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,595 | $4,184-61.9% | $3,372-52.7% | $4,740-66.4% |
| Participant deferral / active EE | $2,335 | $5,588-58.2% | $4,625-49.5% | $6,400-63.5% |
| Admin fee / account holder | $1,674 | $9,323-82.0% | $7,339-77.2% | $11,426-85.3% |